Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,970 | $64,705-67.6% | $62,929-66.7% | $67,986-69.2% |
| Participation rate | 28.1% | 65.6%-37.5pp | 73.1%-45.0pp | 57.2%-29.1pp |
| Annual return | 17.07% | 20.31%-3.2pp | 1063.93%-1046.9pp | 31.67%-14.6pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,722 | $3,198-46.2% | $3,888-55.7% | $3,358-48.7% |
| Admin fee / account holder | $2,394 | $1,428+67.6% | $5,065-52.7% | $3,203-25.3% |